See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,135 | $112,096-24.1% | $95,952-11.3% | $158,922-46.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.50% | 171.09%-164.6pp | 91.61%-85.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $10,977 | $3,198+243.2% | $2,541+332.0% | $4,761+130.6% |
| Participant deferral / active EE | $28,487 | $4,784+495.5% | $4,167+583.7% | $5,982+376.2% |
| Admin fee / account holder | $135,617 | $10,130+1238.7% | $6,795+1895.7% | $11,246+1105.9% |